What are the responsibilities and job description for the New Business Associate I position at Americo Financial Life and Annuity?
Americo is hiring a full time New Business Associate I to join our expanding team!
The hours for this position are Monday – Friday, 8:00 AM – 5:00 PM, on site at our downtown Kansas City, MO office location.
Overview
The New Business department is responsible for onboarding annuity policies and managing administrative processes aligned with established service levels and guidelines.
This role supports internal agent and client-facing departments and plays a key role in processing applications, handling inbound inquiries, and ensuring timely and accurate policy issuance within established guidelines and service level expectations.
Key Responsibilities
Americo: We’re in this for life!
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
Compensation
What You’ll Love About Working at Americo:
Our competitive pay and robust bonus program, offered to all associates, will make you feel valued.
Learning And Development
We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.
Work-life Balance
We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new parents with a maternity and parental leave program, along with paid STD and LTD.
Health And Well-being
We are committed to your health and are pleased to offer flexible benefits designed to support you and your family, with high quality coverage and meaningful company contributions.
Benefits include PPO and HDHP medical plan options with HSA and FSA eligibility, along with dental and vision coverage. Additionally, we provide company paid life insurance, disability coverage, a confidential EAP, a wellness program, comprehensive health resources, corporate fitness discounts, and a 401(k) plan with employer matching.
Future Planning
Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.
Giving Back
We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
The Fun Stuff
Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors.
Bustling Environment
Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.
The hours for this position are Monday – Friday, 8:00 AM – 5:00 PM, on site at our downtown Kansas City, MO office location.
Overview
The New Business department is responsible for onboarding annuity policies and managing administrative processes aligned with established service levels and guidelines.
This role supports internal agent and client-facing departments and plays a key role in processing applications, handling inbound inquiries, and ensuring timely and accurate policy issuance within established guidelines and service level expectations.
Key Responsibilities
- Receive and process work via telephone, email, and other electronic methods.
- Index and submit application data into AWD, APNG, NBU, and NBUW systems.
- Review applications, make decisions, and take appropriate actions to issue, close, and process funding sources within service standards.
- Communicate with agents during routine policy processing.
- Handle internal phone inquiries from agent and client-facing departments.
- Assist with additional departmental needs, including reporting, quality, testing, special assignments, and projects.
- Detail-oriented with strong attention to accuracy and deadlines.
- Ability to prioritize tasks effectively while managing competing deadlines.
- Computer proficiency with willingness to learn new systems.
- Strong organizational skills.
- Professional phone etiquette and customer service skills.
- Typing speed of at least 40 words per minute.
- Ability to work effectively in a team environment.
- Associate degree or equivalent combination of education and relevant experience.
- Prior experience in insurance, financial services, or new business operations.
- Experience working with policy administration or workflow systems.
Americo: We’re in this for life!
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
Compensation
What You’ll Love About Working at Americo:
Our competitive pay and robust bonus program, offered to all associates, will make you feel valued.
Learning And Development
We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.
Work-life Balance
We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new parents with a maternity and parental leave program, along with paid STD and LTD.
Health And Well-being
We are committed to your health and are pleased to offer flexible benefits designed to support you and your family, with high quality coverage and meaningful company contributions.
Benefits include PPO and HDHP medical plan options with HSA and FSA eligibility, along with dental and vision coverage. Additionally, we provide company paid life insurance, disability coverage, a confidential EAP, a wellness program, comprehensive health resources, corporate fitness discounts, and a 401(k) plan with employer matching.
Future Planning
Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.
Giving Back
We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
The Fun Stuff
Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors.
Bustling Environment
Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.